Core Wealth Partners LLC Ishares Treasury Floating Rate Transaction History
Core Wealth Partners LLC
- $174 Billion
- Q4 2024
A detailed history of Core Wealth Partners LLC transactions in Ishares Treasury Floating Rate stock. As of the latest transaction made, Core Wealth Partners LLC holds 5,442 shares of TFLO stock, worth $275,147. This represents 0.16% of its overall portfolio holdings.
Number of Shares
5,442
Previous 7,747
29.75%
Holding current value
$275,147
Previous $392 Million
29.93%
% of portfolio
0.16%
Previous 0.24%
Shares
9 transactions
Others Institutions Holding TFLO
# of Institutions
444Shares Held
86.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.54MShares$331 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.27MShares$267 Million0.11% of portfolio
-
Morgan Stanley New York, NY3.8MShares$192 Million0.01% of portfolio
-
Ubs Group Ag2.8MShares$141 Million0.03% of portfolio
-
Envestnet Asset Management Inc2.65MShares$134 Million0.04% of portfolio